Calyx Point 7 - Duplicating Loan Files: Copy

70 Calyx Software
Loan file overview
6 Click OK.
• If you selected New Blank File, a blank borrower file is created. The file
automatically opens to the
Borrower Information screen.
• If you selected New File from Prospect File, the Search Loans dialog box is
displayed.
a Specify your search criteria and click Search.
The prospect files that match your search parameters are displayed.
b Select the prospect file from the list, and click OK.
A new borrower file that contains the data from the prospect file is created.
The file automatically opens to the
Borrower Information screen.
• If you selected New File from Master Template, a borrower file that contains the
data from the template you selected is opened to the
Borrower Information
screen.
Duplicating loan files: Copy
The Copy method for duplicating prospect and borrower loan files copies the Loan
Application
and all the associated documents into a new file. Use this method to reuse
existing information for repeat loans or second mortgages.
To duplicate prospect and borrower files by using the Copy function:
1 Select the Loans tab from the navigation panel.
2 Perform a search for the loan file that you want to copy.
3 Select the loan file that you want to copy and click Copy or select File > Copy >
Selected items....
Related information
• For information about searching for prospect files, refer to Searching
for prospect and borrower files, on page75.
• Refer to Borrower and prospect information screens, on page151,
for information about the
Borrower Information screen.
• For information about creating templates, see Creating master file
templates, on page357.
Tip
Use the duplication process to create duplicate files or copy or move files
from floppy disks.
Important
Changes to DRE regulations required the removal of one set of user-
defined fields in the Payment of Other Obligations list on both MLDS
screens. Therefore, if you create a new loan file from a loan file that was
created in an earlier Point version, any data that was in the fields that
were removed is lost. To include those obligations in the new loan file,
you must combine the additional obligations and enter the total in the
remaining user-defined field manually.